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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$145M
2
BFG
Barber Financial Group
Kansas
+$76.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.8M
4
AAP
Arax Advisory Partners
Colorado
+$36.9M
5
Bank of America
Bank of America
North Carolina
+$31.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$615M
2
Ameriprise
Ameriprise
Minnesota
-$23.6M
3
COI
Connable Office Inc
Michigan
-$12.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.41M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Scissortail Wealth Management
Oklahoma
$1.06M +$1.06M +10,507 New
PWLP
302
Prio Wealth Limited Partnership
Massachusetts
$1.06M – – –
CSPIA
303
Cary Street Partners Investment Advisory
Virginia
$1.05M +$15.5K +151 +1%
FFN
304
Focus Financial Network
Minnesota
$1.04M +$470K +4,589 +82%
HA
305
HYA Advisors
Missouri
$1.04M -$190K -1,855 -16%
IFO
306
Independent Family Office
New York
$1.03M – – –
VFIC
307
Valley Forge Investment Consultants
Pennsylvania
$1.03M -$56.8K -555 -5%
FPAS
308
Focus Partners Advisor Solutions
Missouri
$1.01M +$1.01M +9,865 New
MLIC
309
Mandatum Life Insurance Company
Finland
$1M – – –
BAG
310
Briggs Advisory Group
Rhode Island
$997K -$76.4K -746 -7%
IWN
311
Independent Wealth Network
Iowa
$992K +$992K +9,687 New
AllianceBernstein
312
AllianceBernstein
Tennessee
$988K +$66.5K +649 +7%
CAL
313
Capital Analysts LLC
Pennsylvania
$977K -$354K -3,461 -27%
CSA
314
Cottage Street Advisors
Massachusetts
$977K +$102 +1 +0%
SA
315
Sunesis Advisors
Kansas
$970K +$970K +9,478 New
FPCG
316
Forum Private Client Group
Indiana
$969K +$969K +9,465 New
AFP
317
Ausdal Financial Partners
Iowa
$951K -$3.18K -31 -0.3%
LNC
318
Lincoln National Corp
Pennsylvania
$946K +$73.3K +716 +8%
WP
319
WealthShield Partners
North Carolina
$933K +$933K +9,108 New
HF
320
HRT Financial
New York
$919K -$3.32M -32,473 -78%
BAM
321
Belpointe Asset Management
Nevada
$908K +$512 +5 +0.1%
CA
322
Claro Advisors
Massachusetts
$901K – – –
VCS
323
Vaughan & Co Securities
New Jersey
$894K -$12.5K -122 -1%
JFA
324
JNBA Financial Advisors
Minnesota
$884K -$53.7K -524 -6%
APWM
325
Atlas Private Wealth Management
New York
$882K -$12.5K -122 -1%
11 12
13
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